Loading Events

« All Events

Estate Planning Overview for 2019 & Beyond – 16 CE Credits for CFP, CPA, or Insurance!

August 23 @ 8:30 am - 5:00 pm

How to Identify and Create Opportunities in a Changing Tax
Environment
Developed especially for:
CPA’s, CFP’s, & Insurance Professionals
Day 1
* Effective Estate Planning
The World has Changed
* Introduction to Income & Estate Taxation
* Tax Issues for 2019
* Problems with Traditional Planning
* Revocable Living Trusts
* Planning that Focuses on Client’s Goals
* Irrevocable Life Insurance Trusts

Day 2
* Planning with Tax Cuts and Job Acts,
Other Tax Savings
* Asset Protection, Safety from Creditors
and other Predators
* Planning for Retirement Benefits
* Probate and Trust Administration
* Planning for Estates with Firearms
* Buy/sell Planning

Breakfast, Lunch, and Beverages Provided Both Days

Please follow and like us:
error

Details

Date:
August 23
Time:
8:30 am - 5:00 pm

Venue

Denver West Building 22
1726 Cole Blvd., Bldg. 22, Suite 130
Lakewood, CO 80401
+ Google Map
Phone:
3036709855
Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
Read more from our clients